PLEASE TELL US A LITTLE ABOUT YOURSELF SO THAT WE CAN DISPLAY THE MOST
APPROPRIATE CONTENT TO YOU:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies used on Trustnet and how you can manage them, see our Privacy and Cookie Policy.

By clicking "I Agree" below, you acknowledge that you accept our Privacy Policy and Terms of Use.

For more information Click here

Login

Password Reminder
Not Registered? Click Here

Register

Register
It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Manager factsheet

Tom Allen
Pinnacle Investment Management
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Tom Allen is portfolio manager, investment analyst, and founding member at Aikya Investment Management. Prior to Aikya, Tom worked at Stewart Investors having joined the business in 2012. He initially worked in Singapore, before moving to Edinburgh to work on Asia Pacific strategies. From 2015, Tom was part of the Stewart Investors team in London where he co-managed the Stewart Investors Asia Pacific and Emerging Markets strategies from 2017. He has a degree in History from University College London (UCL).
Total return for Tom Allen
Manager career performance
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
61-97m
 
 
 
 
 
 
 
 
 
73-109m
 
 
 
 
 
 
 
 
 
85-121m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Tom Allen

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Tom Allen 7.9 -4.7 -0.1 11.3 - -5.3 -2.7 - - -
Peer Group Composite 11.1 -0.6 -11.0 6.3 - 5.6 -4.3 - - -
Over / Under -3.2 -4.1 10.9 5.0 - -10.9 1.6 - - -
Performance vs peer group composite: Tom Allen
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
3 years
out of a possible 6
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 6
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 3
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Aikya Global Emerging Markets Co-managed IA Global Emerging Markets since Oct 19 2020 to present
Funds managed previously
Fund Periods
Scotgems Plc Ord 1p since Jun 26 2017 to Oct 21 2019
Stewart Investors Asia Pacific and Japan All Cap since Jul 31 2017 to Sep 29 2019
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Sector Outlook 2025: Emerging markets will have winners and losers By Matteo Anelli  24-Dec-2024
Sector The one fund you need in 2025 By Emma Wallis  24-Dec-2024
Sector The perfect portfolio for someone who’s retiring By Emma Wallis  20-Dec-2024
Sector Why investing for income and growth delivers By BlackRock  18-Dec-2024
Sector Emerging markets open new doors for dividend investors By Omar Negyal  18-Nov-2024
Sector Brazil's sanitation sector offers substantial growth opportunities By Charles Jillings  13-Nov-2024
Sector How can China make long-term returns for equity investors? By Jonathan Asante  23-Oct-2024
Sector High-risk investment trusts worth adding to your portfolio By Jonathan Jones  17-Oct-2024
Sector The best investment trust managers you might not know yet By Emma Wallis  04-Oct-2024
Sector Two-fund portfolios: The core/satellite approach By Matteo Anelli  30-Sep-2024
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

LATEST :

Five reasons to keep hold of your defensive funds

13:00 | Monday, January 20, 2014

Close

You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser.   Close

© Trustnet Limited 2024. All Rights Reserved.
Please read our Terms of Use / Disclaimer and Privacy and Cookie Policy.
Data supplied in conjunction with Refinitiv and London Stock Exchange Plc